Portfolio Update
New position + Portfolio update
Portfolio Update
Portfolio update
Adding after Misread Quarter, Full Factory
Heads I Win, Tails You Lose
Sizing Up: Credible Takeout Catalyst on the Horizon
When “Distribution” Isn’t Commodity: A Japan-Listed Niche Platform With Pricing Power
UK-led industrial compounder at 3.7x EBIT
Compelling 4× Opportunity in an Overlooked Niche
